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Do Your Parents Have an Estate Plan?

Insights from an Estate Planning Attorney in Davidson, NC If you’re part of the sandwich generation (caring for your kids and your parents at the same time) you’ve got a lot on your plate. Between juggling work, family, and everything in between, the idea of sitting down with your parents to talk about estate planning might not sound fun. But here’s the truth: having that conversation is one of the most important—and loving—things [...]

By |2025-10-20T15:12:02-04:00October 20, 2025|Beneficiary Designation, estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Do Your Parents Have an Estate Plan?

Why Unmarried Couples Need an Estate Plan That Actually Protects Them

Love today doesn’t always come with a marriage certificate and that’s perfectly okay. But if you’re in a long-term relationship and not legally married, it’s crucial to understand how that affects your financial and legal protection. Without the legal safeguards that marriage provides, unmarried partners face unique challenges when it comes to estate planning, medical decision-making, and inheritance rights. The good news? With a solid plan in place, you can make sure your [...]

By |2025-10-14T09:19:11-04:00October 14, 2025|estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Why Unmarried Couples Need an Estate Plan That Actually Protects Them

Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate

Losing a loved one is hard enough. But what most people don’t expect is what comes next: suddenly being responsible for their house. Maybe the home is sitting empty while you and your family decide what to do. Maybe you’re considering selling it, or maybe another family member hopes to move in one day. Whatever the plan, an inherited house often comes with more responsibility and stress than most people realize. Why an Empty House [...]

By |2025-09-19T12:33:11-04:00September 12, 2025|Beneficiary Designation, estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Nobody Prepared Me for This: The Reality of Managing Inherited Real Estate

Why Proper Estate Planning Matters More Than Just Documents

When her father passed away, one woman thought she would inherit his home. Instead, she discovered months of unpaid mortgage bills piling up in the mailbox. Because her father never left a clear inventory of his assets and debts, she didn’t know where to begin. She tried to work with the bank, but without legal authority, her hands were tied. By the time the court finally named her estate administrator, the bank had [...]

By |2025-09-19T12:33:11-04:00September 12, 2025|estate planning wills and trusts, Family in Estate Planning, Probate|Comments Off on Why Proper Estate Planning Matters More Than Just Documents
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